Eagle Ridge Investment Management’s American Express AXP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$934K	Hold	3,148	–	–	0.08%	75
2024 Q3	$854K	Buy	3,148 +9	+0.3%	+$2.44K	0.07%	77
2024 Q2	$727K	Hold	3,139	–	–	0.07%	83
2024 Q1	$715K	Hold	3,139	–	–	0.07%	84
2023 Q4	$588K	Hold	3,139	–	–	0.06%	91
2023 Q3	$468K	Hold	3,139	–	–	0.05%	98
2023 Q2	$547K	Hold	3,139	–	–	0.06%	94
2023 Q1	$518K	Buy	3,139 +110	+4%	+$18.1K	0.06%	100
2022 Q4	$448K	Buy	3,029 +90	+3%	+$13.3K	0.05%	105
2022 Q3	$397K	Hold	2,939	–	–	0.05%	108
2022 Q2	$407K	Hold	2,939	–	–	0.05%	107
2022 Q1	$550K	Sell	2,939 -260	-8%	-$48.7K	0.06%	100
2021 Q4	$523K	Hold	3,199	–	–	0.05%	104
2021 Q3	$536K	Hold	3,199	–	–	0.06%	97
2021 Q2	$529K	Hold	3,199	–	–	0.06%	95
2021 Q1	$452K	Hold	3,199	–	–	0.05%	99
2020 Q4	$387K	Hold	3,199	–	–	0.05%	101
2020 Q3	$321K	Sell	3,199 -2,000	-38%	-$201K	0.04%	108
2020 Q2	$495K	Hold	5,199	–	–	0.08%	86
2020 Q1	$445K	Hold	5,199	–	–	0.08%	86
2019 Q4	$647K	Hold	5,199	–	–	0.09%	89
2019 Q3	$615K	Hold	5,199	–	–	0.09%	92
2019 Q2	$642K	Hold	5,199	–	–	0.09%	89
2019 Q1	$568K	Hold	5,199	–	–	0.08%	95
2018 Q4	$496K	Hold	5,199	–	–	0.08%	98
2018 Q3	$554K	Hold	5,199	–	–	0.08%	106
2018 Q2	$510K	Hold	5,199	–	–	0.08%	108
2018 Q1	$485K	Hold	5,199	–	–	0.07%	113
2017 Q4	$516K	Buy	5,199 +100	+2%	+$9.93K	0.08%	112
2017 Q3	$461K	Buy	+5,099	New	+$461K	0.08%	112